
Principal Retirement Savings Fund Moderate Plan Direct-Growth
Principal Retirement Savings Fund Moderate Plan Direct-Growth
Principal Retirement Savings Fund Moderate Plan Direct-Growth
Principal Retirement Savings Fund Moderate Plan Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now!
INR
5000
1
Hybrid Balanced Hybrid
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
2.33%
3 Yrs CAGR returns
2.71%
5 Yrs CAGR returns
NA
NAV as on 25 Sep
₹ 13.18 by 0.14 ( 1.06%)
Expense ratio
1.52
Lock-in period
19.29%
Fund Size (Cr)
₹ 0.82
If ₹5000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More
The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.
The scheme seeks to provide capital appreciation and income generation to enable investors save over the long term towards their retirement savings goals, by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

UTI Retirement Benefit Pension Fund Direct
Hybrid
Franklin India Pension Direct Plan-Growth
Hybrid
LIC MF Children's Gift Fund Direct-Growth
Hybrid
ICICI Prudential Passive Strategy Fund (FOF) Direct - Growth
Hybrid
Franklin India Life Stage Fund of Funds The 30s Plan Direct-Growth
Hybrid
ICICI Prudential Asset Allocator Fund (FOF) Direct - Growth
Hybrid
Principal Retirement Savings Fund Moderate Plan Direct-Growth
HybridTop 10 Sectors | % |
---|---|
Others | 48.83 |
Financial | 15.35 |
Technology | 4.95 |
Energy | 4.88 |
Health Care | 4.46 |
Automobile | 3.39 |
Construction | 3.19 |
Chemicals | 3.17 |
Engineering | 2.33 |
FMCG | 2.26 |
Top 10 Sectors | % |
---|---|
Others | 20.89 |
Others | 16.51 |
Others | 11.43 |
Tobacco Prod. | 9.22 |
Crude Oil & Natural Gas | 7.3 |
Crude Oil & Natural Gas | 4.41 |
Banking | 3.75 |
Computer Software | 2.73 |
Computer Software | 2.22 |
Banking | 2.13 |
Fund House | Principal Mutual Fund |
Fund Manager | Ravi Gopalakrishnan |
Fund Setup Date | 23 Nov 2015 |
Address | Exchange Plaza - 2rd Floor - NSE Building, 'B' Wing-Bandra Kurla Complex, Bandra (East), |
Contact | 022 - 67720555, 1800 425 5600 |
Email ID | customer@principalindia.com |